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Bill Few Associates’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Bill Few Associates’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,240
Closed -$201K – 176
2024
Q4 		$201K Hold
9,240
– – 0.07% 172
2024
Q3 		$205K Hold
9,240
– – 0.07% 173
2024
Q2 		$201K Buy
+9,240
New +$202K 0.08% 170

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bill Few Associates's BSMU Position: Q1 2025 in Review

Bill Few Associates sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q1 2025, closing a stake of 9,240 shares — an estimated $201K sold.

Bill Few Associates first reported a position in BSMU in Q2 2024 and held it in 3 quarters. The position peaked at $205K in Q3 2024. 79 funds tracked by Wall St. Rank hold BSMU as of Q1 2025.

  • Bill Few Associates reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bill Few Associates sold 9,240 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2025, an estimated $201K.
  • Bill Few Associates first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2024 and held it in 3 quarters.
  • Bill Few Associates's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $205K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2025.

Based on Bill Few Associates's 13F filing for Q1 2025, filed 12 May 2025.